Alexander Sears signed Synchron, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Synchron, LLC's EIN is 20-5231690.
Download the official 2024 Form 5500 (PDF) for Synchron, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Synchron, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FIN NETWORK | 48-1305000 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Balanced Fund | Mutual Funds | — | — | $1.8M | 21.1% | |
| JP Morgan JPMorgan Large Cap Growth Fund | Other securities | — | — | $1.1M | 12.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $768K | 8.8% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $766K | 8.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $475K | 5.5% | |
| Insurance Contracts * Principal Fixed Income Guaranteed Option (at contract value) | Other securities | — | — | $473K | 5.5% | |
| American Funds American Funds Growth Portfolio | Mutual Funds | — | — | $454K | 5.2% | |
| ClearBridge Large Cap Value Fund | Other securities | — | — | $374K | 4.3% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $311K | 3.6% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $253K | 2.9% | |
| Fidelity Advisor Technology Fund | Mutual Funds | — | — | $241K | 2.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $205K | 2.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $175K | 2.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $159K | 1.8% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $159K | 1.8% | |
| Euro Pacific EuroPacific Growth Fund | Other securities | — | — | $158K | 1.8% | |
| JP Morgan JPMorgan Core Bond Fund | Other securities | — | — | $152K | 1.7% | |
| Nationwide Amundi Strategic Income Fund ** 429 Victory Government Securities Fund | Other securities | — | — | $135K | 1.6% | |
| (E) | Other securities | — | — | $89K | 1.0% | |
| American Funds American Funds Conservative Growth and Income Portfo | Mutual Funds | — | — | $89K | 1.0% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $78K | 0.9% | |
| First Eagle First Eagle Gold Fund | Other securities | — | — | $71K | 0.8% | |
| Fidelity Advisor Focused Emerging Markets Fund | Mutual Funds | — | — | $64K | 0.7% | |
| Calamos Market Neutral Income Fund | Other securities | — | — | $57K | 0.7% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $26K | 0.3% | |
| Janus Henderson Janus Henderson Enterprise Fund | Mutual Funds | — | — | $25K | 0.3% | |
| Goldman Sachs Goldman Sachs International Equity Insights Fund | Other securities | — | — | $25K | 0.3% | |
| Invesco Small Cap Value Fund | Mutual Funds | — | — | $14K | 0.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $13K | 0.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $10K | 0.1% | |
| DFA US Small Cap Growth Portfolio | Mutual Funds | — | — | $9K | 0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $7K | <0.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $4K | <0.1% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
